News and expert analysis from our team

Blog Posts in: Tax & Estate Planning

A look back at how Social Security began

Thursday, October 15, 2015

Author: Scott Schoenfeld, Associate Advisor – Seattle, WA Broadly speaking, the program known as “Social Security” was initially proposed by Franklin D. Roosevelt’s Committee on Economic Security in June 1934. The goal of the committee was to develop a comprehensive social insurance system covering all major personal economic hazards with a special emphasis on unemployment

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Congress Extends Expired Tax Provisions for One Year

Wednesday, December 17, 2014

With just 15 days left in 2014, the Senate approved legislation on Tuesday that retroactively extends a number of expired tax provisions for tax year 2014.  The bill now goes to the president, who is expected to sign the measure.  This legislation includes many individual and corporate items that may be relevant to your personal situation.

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